Dynamics 365 Accountant Portal on a Phone

I already wrote about using Accountant Portal in Dynamics 365 for Financials. And now just imagine if you are accountant and your client call you about some very important information when you are out of office. Generally you have your phone in your pocket in almost all situation and as we know we have Dynamics NAV/365 App for iPhone, Android and WP.

Good information is that when you installed Accountant Portal extension, it is available on a Phone Client as well. And you will have the same features.

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You will see the same basic information on a Phone Client as on the Web Client. When you click on your client, you will see more detailed information on whole page. and if you want to work with your client, system will continue opening your client instance.

Because you can run it not only from Phone Client, system will offer you to open it with your App and then you can continue with standard using Phone Client and all standard features. But depends of your phone, you have a link to check if your device is supported and to download App if you already didn’t.

Very easy and absolutely in the spirit of ‘Cloud first, mobile first’.

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In-Client Designer in Dynamics NAV

Recently, Microsoft published new Developer Preview for the next NAV version. If you try to find it on Azure portal as one of the NAV virtual machines, you will find “Dynamics NAV ‘Tenerife’ Development Preview”.

When you install run NAV after deployment, in the first moment you will not see ‘Design Mode’ icon. To get it, you need to run ‘Install New Developer Experience’ PowerShell script. After that you can try In-client designer. Now let’s see some of the features. This tool can be used for page design.

Currently, we can work only with Fields and not with Actions, Parts and Pages. If we run design for the list page, we can change an order on columns, remove some of fields, add them and set freeze pane.

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The same situation is if we want to make some customization on card page; we can do everything the same as on list, except adding freeze pane 😊. But this is with standard fields on pages. On the other side, we can add fields on card part pages. We can notice that we have context oriented fields for part pages. And also, we have some controls, as we can only drop media fields onto card part pages and we cannot drop a field under a repeater control, because this is not the design that list pages were intended for.

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And finally, we can add or remove some parts on role center. When we decide to finish with customizations, we just need to click on ‘Stop’ and system will ask us what to do with ours work. System will offer to save the changes to the tenant for all users, or to save the changes to a VS Code package file that we can work on later in VS Code.

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On the first sight, that is all, but if you create Azure VM using http://aka.ms/navdeveloperpreview URL, you can get some newer features. More about this in the next post.

NAV 2017 Demo Image on Azure

Dynamics NAV 2017 has been published three days ago and we already got NAV 2017 Demo Image on Azure. This is very short period and this is amazing. All people who want to test NAV 2017 don’t need to install it on its computers, but they can use it on Azure. Great job.

Currently, we can create demo image only if we use old Azure Portal. We just need to start with new virtual machine from gallery image and choose Dynamics NAV 2017. We need to configure a few fields and wait a few minutes. And yes, we can use NAV 2017 with a lot of interesting tools.

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But be careful; if you prefer new Azure Portal, you cannot do it. It is still not possible, but I expect it will be done in few following days. Now, just go to the old portal and finish procedure.

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Of course, you can see this VM using new portal as classic VM, but you cannot create it. If you need this VM only for testing, my recommendation is to use D1 or A2 sizes. They are good enough for all tests and you will not spend a lot of your money for this purpose.

When you create VM and run it, you can start with initializing of NAV. On my first sight, there are the same PS scripts as well as on the older NAV demo images. I will test all of them and if I find something new, I’ll publish this.

My presentations from Directions conferences

Directions EMEA was finished one week ago. Ten days before, we finished with Directions NA conference. Both of these conferences were amazing and it was an honor to attend on them and to have some presentations.

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After these presentations, people who attended ask me to get these presentations. I know that both of Directions will publish these presentations, but in the mean time, I want to give you everything I prepared.

On the following link, you can get all three presentations:

  • DirectionsNA – Water-Agile-Fall methodology and NAV implementation
  • DirectionsNA – Choosing the best possible Azure platform for NAV
  • DirectionsEMEA – Choosing the best possible Azure platform for NAV

Thank you for being on my sessions and see you the next year in Orlando and/or Madrid. If you have some additional questions, do not hesitate to ask (you can use direct messaging on blog). Cheers.

Final List of My Lectures – Fall 2016

I’ve already wrote about my sessions during this fall conferences, but now I have the final agenda for all conferences where I’ll attend. If you want to come on some of my lectures, I’ll be happy and I’ll try to help you as far as I can.

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Directions NA, Chandler, AZ, US

Directions EMEA, Prague, Czech Republic

MS Sinergija, Belgrade, Serbia

NAV TechDays, Antwerp, Belgium

My Sessions on Directions NA and EMEA

Few days ago, I wrote about new Directions NA and EMEA. Now I can announce my sessions. I’ll have sessions on both of these Directions.

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First, about Directions NA, I’ll have two sessions. First session is about Azure and NAV, i.e. How to choose the best possible Azure platform for NAV. This session will be on the end of first day (5:15-6:15pm).

Second session will be related with some soft skills and it will be Water-Agile-Fall methodology and NAV implementation. This session will be the first after Keynote at the second day (10:15-11:15am) and I hope, this topic is interesting enough to come so early :).

Regarding Directions EMEA, I’ll provide the same session about NAV and Azure as on Direction NA. This session will be 12.10. at 17:15-18:15.

See you there.

Create an Invoice from Outlook Calendar in Project Madeira

I’ve already wrote about using integration of Outlook and Project Madeira. If you use Exchange Online, you can use a lot of automation. As I wrote in my last article, everything I used is based on Project “Madeira” currently demo features, but I expect we will have minimum the same in new NAV 2017. But OK, we will still wait with this until we get the official new release.

I older articles, I showed you how to use this kind of integration in emails, but now we can use some automation in Outlook Calendar as well. If we make an appointment to make some invoice for example, when we open this appointment we will notice Project “Madeira” button.

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Using this, system will as us what contact we want to use and when we choose one of them we will get all necessary information about him. Now, we can make new quote, invoice, order or credit memo for him if we want. We can add everything we want in this document without leaving the Outlook Calendar. When I finish, I can send this document on approval or just post or post and send.

On my first picture, I captured how it looks like in Outlook Online, but everything is a possible using desktop Outlook (as I noticed, you just must use Exchange Online). If we use desktop Outlook and open the same appointment, we can notice two buttons. The first is about Contact Insights and the second is intended for directly creating a new documents. You can type a new document directly in the right part of appointment or click on “Pop Out” button (you can use this in online and desktop versions as well) to get independent window for easier way of typing.

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And when you finish everything is the same as in online version. Now you can choose to work in Project “Madeira” or in NAV from email or from calendar and it will make your daily business faster for sure.